by Royer Advisors | Dec 11, 2024 | Financial Planning, IRS Regulation, Tax Planning, Uncategorized
Between 2010 and 2018 the median age in Maine increased from 42.7 to 44.9, this according to the U.S. Census Bureau. That 2.2 year increase is twice the national average and a reminder that our state’s population is aging. When you consider this fact alongside the...
by Royer Advisors | Dec 11, 2024 | Uncategorized
Galasso v. Cobleskill Stone Products In a short but very educational opinion, a New York appellate court answered a fundamental question: Under what circumstances must a valuation report be disclosed? The crucial factors were the report’s relevance and purpose. ...
by Royer Advisors | Dec 11, 2024 | Uncategorized
We love our four-legged friends here in Maine. You’ll often see people bring their dog along with them on their adventures, whether that be to the beach, the lake, the mountains or even a brewery patio in Portland. Which makes sense, many of us recognize and...
by Royer Advisors | Dec 11, 2024 | Uncategorized
Kress v. United States In a gift tax case teeming with valuation issues, one notable aspect was that, in valuing the minority shares of an S corporation, both parties’ experts applied a C corporation tax rate to the company’s earnings, and the court, without ado,...
by Royer Advisors | Dec 11, 2024 | Business Plans
According to the U.S. Bureau of Labor Statistics, one in five workers is aged 55 or older. By 2026, that number is expected to be one in four — meaning the proportion of young workers in the overall labor pool will shrink. In a state such as Maine — which, according...
